§ 13F · FUND PROFILE
PRAIRIEVIEW WEALTH PARTNERS, LLC.
AUM · $134M (13F)Positions · 29Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$226K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 39K | $29M | 21.7% | −3% |
| 2 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 168K | $17M | 12.4% | +12% |
| 3 | HTRB | HARTFORD TOTAL RETURN BOND ETF | 397K | $13M | 10.0% | +13% |
| 4 | IWR | ISHARES RUSSELL MIDCAP ETF | 110K | $12M | 9.1% | −1% |
| 5 | VTV | VANGUARD MORNINGSTAR VALUE ETF | 51K | $11M | 8.4% | −1% |
| 6 | VTWO | VANGUARD RUSSELL 2000 ETF | 80K | $10M | 7.3% | −5% |
| 7 | MUB | ISHARES NATIONAL MUNI BOND ETF | 79K | $8M | 6.3% | −3% |
| 8 | HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 123K | $8M | 6.2% | +3% |
| 9 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 59K | $7M | 5.2% | −9% |
| 10 | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 52K | $5M | 3.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRAIRIEVIEW SIGNAL
AC read
PRAIRIEVIEW WEALTH PARTNERS, LLC is a Other fund managing $134 million in assets. The fund runs a focused portfolio of just 29 positions.
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